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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,216 | $165,381-43.0% | $149,730-37.1% | $158,966-40.7% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 15.17% | 348.29%-333.1pp | 276.70%-261.5pp | 302.95%-287.8pp |
| Employer contribution / active EE | $899 | $5,104-82.4% | $4,645-80.7% | $4,762-81.1% |
| Participant deferral / active EE | $2,650 | $7,182-63.1% | $6,843-61.3% | $5,983-55.7% |
| Admin fee / account holder | $257 | $10,809-97.6% | $9,310-97.2% | $11,250-97.7% |